Your complete financial picture, in one place.

Track your net worth and weekly spending, plan your income, and keep an eye on your investments — with AI-powered insights from your financial documents, all in a single, beautifully simple dashboard.

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Dashboard

Net Worth

$284,392

+12.4%

Investments

$198,241

+8.7%

Cash

$86,151

4 accounts

Net worth

+$4,812 this month

This week

$188 left

of $500 allowance

3 bills due Friday

Works with the institutions you already use

Fidelity Charles Schwab Vanguard Robinhood Chase Coinbase

Everything you need

A smarter way to understand your money.

From checking accounts to brokerage portfolios, Moneyline brings net worth, spending, investing and income into one view, with AI-powered data entry.

Total Net Worth

$284,392.41

Net worth

Connect checking, savings, investments and crypto, or enter balances by hand. Track balance history over time, see a forecast, and upload statements in PDF, CSV or XLSX for AI to extract.

This week

$188 left

of $500

3 bills due Friday

Spending

One number for the week: what you have left after bills. See what is due next and read an AI summary of how your week went.

Portfolio Returns

+24.8% YTD

Investing

Track holdings, trades and cost basis. Identify harvestable losses, estimate tax savings, and avoid wash sale traps with an automatic 30-day lookback.

Paycheck

Gross pay$6,400.00
Taxes−$1,904.12
Benefits and 401(k)−$512.00
Take-home$3,983.88

Income

See each paycheck broken down into gross pay, taxes and deductions, and keep your equity compensation alongside your cash.

Built for your data

Real-time data, meaningful insights.

Moneyline connects to professional market data feeds and uses AI to transform your unstructured financial documents into actionable intelligence.

Tax-loss harvesting

Identify harvestable losses, estimate tax savings, and avoid wash sale traps with automatic 30-day lookback.

Weekly AI summary

Every week, get a short read on where your money went, what changed, and what is coming up.

Questions & Answers

How does passwordless sign-in work?
Enter your email and we'll send you a secure magic link. Click it to sign in — no password needed. Links expire after 15 minutes for security.
What file formats does the AI import support?
You can upload PDF statements, CSV exports, and XLSX spreadsheets. Our AI reads the document, extracts trades and account balances, and structures the data automatically — no manual data entry required.
Where does the market data come from?
Moneyline uses Alpaca Markets for real-time and historical pricing data. Prices are updated throughout the trading day so your portfolio values are always current.
How are investment returns calculated?
We calculate returns from your actual trade history, using the cost basis from each of your trades and current market prices.

Ready to take control of your finances?

Join Moneyline and start tracking your net worth, spending and investments in one place. It is free while we are in beta.

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